Advisor at LFN Advisors Inc.
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Firm
LFN Advisors Inc.
Location
Muskegon, MI 49440
Credentials
Series 65
Industry experience
14 years
Michael Markey is a financial advisor with LFN Advisors Inc. in Muskegon, MI, holding a Series 65 designation and 14 years of industry experience. He has been with LFN Advisors since 2013 and is also involved in several related businesses, including co-founding Oeconomous, which focuses on transition planning for advisors, and managing Legacy Media Company, LLC, which produces a radio show. Additionally, he operates as an independent insurance agent. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary asset management along with comprehensive financial planning. The firm uses various analytical methods to tailor portfolio strategies and often acts as a liaison to third-party money managers, offering financial planning at no extra charge.
Based on LFN Advisors Inc.
$0+: 1.2% annually (discretionary asset management fee, negotiable) $0 - $1,000,000: 1.75% (Strategic & Tactical Portfolios, total annual advisory fee) $1,000,001 - $2,000,000: 1.60% (Strategic & Tactical Portfolios, total annual advisory fee) $2,000,001 - $3,000,000: 1.15% (Strategic & Tactical Portfolios, total annual advisory fee) Over $3,000,000+: 0.90% (Strategic & Tactical Portfolios, total annual advisory fee) $0 - $1,000,000: 1.50% (Allocation Portfolios, total annual advisory fee) $1,000,001 - $2,000,000: 1.30% (Allocation Portfolios, total annual advisory fee) $2,000,001 - $3,000,000: 1.00% (Allocation Portfolios, total annual advisory fee) Over $3,000,000+: 0.80% (Allocation Portfolios, total annual advisory fee) $0+: 1.00% (Preservation Portfolios, flat annual fee) $0+: 1.50% (Legacy Tax Advantage, flat annual fee) $0+: 1.50% (Non-Gradient discretionary managed portfolios, flat annual fee)
Fee-only: Financial planning services offered at no additional cost
700 Terrace Point Dr., Suite 325
Muskegon, MI 49440
Colorado · Michigan · Texas
Legacy Media Company, LLC
2019 - Present (7 years)
Oeconomous
2019 - Present (7 years)
LFN Advisors Inc.
2013 - Present (13 years)
Legacy Network Properties, Inc.
2012 - Present (14 years)
Third Generation Development, Inc. dba Legacy Financial Network
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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